Stoneridge PMG Advisors LLC
Legal Name: STONERIDGE PMG ADVISORS, LLC
Full Contact Details
Stoneridge PMG Advisors LLC
201 KING OF PRUSSIA ROAD, SUITE 200, RADNOR, PA
484-254-5400
610-260-6241
Other Info
Stoneridge PMG Advisors LLC, legally known as STONERIDGE PMG ADVISORS, LLC, is a PA Limited Liability Company. It boasts 13 employees, with 7 serving in advisory roles. Although the number of clients it serves is unknown, the firm's last reported SEC status is Approved with a registration date of Jun 21, 1996.
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Home About StoneRidge PMG Advisors Firm Profile Meet The Team Our Mission and Philosophy Products Core Fixed Income, Aggregate Fixed Income, Intermediate Fixed Income, Low Duration Limited Maturity 2 year (LM2) Limited Maturity 3 year (LM3) Restricted Securities (RS) RS Plus Tax Efficient 3 (TE3) In…
Direct Owners
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ADVISORS HOLDING, LLC
MEMBER owns more than 25% but less than 50%
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ANTHONY JAMES BASILE
MANAGING DIRECTOR owns less than 5%
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BELTRAITH CAPITAL, LLC
MEMBER owns more than 50% but less than 75%
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BENNETT PERRY LOMAX
ELECTED MANAGER owns less than 5%
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DONALD RICHARD CALDWELL
ELECTED MANAGER owns less than 5%
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GAIL MORGAN HABECKER
DIRECTOR OF RESEARCH owns less than 5%
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KIMBERLY ANN CLARKE
CHIEF COMPLIANCE OFFICER owns less than 5%
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NATALIE PERNA ADLER
SENIOR PORTFOLIO MANAGER owns less than 5%
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OSAGIE OLUFELA IMASOGIE
ELECTED MANAGER owns less than 5%
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RICHARD ALLEN ZACKROFF
MANAGING DIRECTOR owns less than 5%
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STEVEN LEROY SANDERS
CHIEF EXECUTIVE OFFICER owns less than 5%
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WAYNE O LEEVY
CHIEF FINANCIAL OFFICER owns less than 5%
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WINSTON IRVIN LOWE
ELECTED MANAGER owns less than 5%
Indirect Owners
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ANTHONY JAMES BASILE
ELECTED MANAGER
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BENNETT PERRY LOMAX
ELECTED MANAGER
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DONALD RICHARD CALDWELL
ELECTED MANAGER
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OSAGIE OLUFELA IMASOGIE
ELECTED MANAGER
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RICHARD ALLEN ZACKROFF
ELECTED MANAGER
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STEVEN LEROY SANDERS
ELECTED MANAGER owns more than 25% but less than 50%
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WAYNE O LEEVY
ELECTED MANAGER
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WINSTON IRVIN LOWE
ELECTED MANAGER